Relationship Manager

Key Responsibility Areas : 6 – 8 Areas Activities

HNW Portfolio Management

(Acquiring, Enhancing, Deepening and

Retention)

ï‚· Liaising with PB/ Preferred RM to flag eligible

customers form Classic/ Preferred portfolio

ï‚· Acquire new customers who meet product criteria

ï‚· Regular interaction with the customer to build

rapport to understand and update the profile.

ï‚· Enhance the Overall value/book size of the

portfolio

ï‚· Maintain the overall quality / hygiene parameters

of the portfolio

ï‚· Cross selling products of the bank based on the

customer need

ï‚· Joint calls being done along with Supervisor as per

defined process

ï‚· Advisory services to be offered based on the

requirement in coordination with PBG.

ï‚· Attrition control of customers

ï‚· Achieving MTD and YTD Revenue Targets

ï‚· Operations, Marketing & Processes ï‚· Error free documentation for all account opening

and all customer instructions (Stop payments, FD

Closure, etc)

ï‚· Ensure KYC / AML norms are adhered to at all

points of time

ï‚· Ensure that 5-S norms are adhered to for

individuals workstation

ï‚· Increase in wallet share ï‚· Look for opportunities to cross sell any other

product of the Bank, to ensure that HDFC Bank is a

one stop shop & solution for all banking needs of

the Imperia Customer

ï‚· Sales to family members and associates (all

network)

ï‚· Ensure that optimal levels of Income generating

Product Group Holding (IPGH) is reached

ï‚· Product Penetration & contribution

towards focused product

ï‚· Ensure that an optimal level of Income generating

Product Group Holding (IPGH) is reached.

ï‚· Enhance client's Customer To Group ( CTG ) level

ï‚· Customer Service ï‚· Ensure quality customer service is delivered. All

customer queries and complaints are being

resolved within TAT.

ï‚· Customer is informed about any regulatory or

process change. Keep the customer updated on

program features.

ï‚· Ensure timely customer communication on

requests and concerns raised.

ï‚· Proactive complaint management through

• Experience

  5 - 11 Years

• No. of Openings

  4

• Education

  Graduate

• Role

  Relationship Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office